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Wealthspire Advisors (Maryland)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$9.04M Buy
76,521
+38,811
+103% +$4.6M 0.32% 43
2020
Q2 		$4.25M Sell
37,710
-31,809
-46% -$3.5M 0.3% 53
2020
Q1 		$6.89M Sell
69,519
-6,370
-8% -$794K 0.6% 31
2019
Q4 		$10.4M Buy
75,889
+4,386
+6% +$578K 0.69% 26
2019
Q3 		$9.17M Buy
71,503
+426
+0.6% +$54.1K 0.67% 29
2019
Q2 		$9.04M Buy
71,077
+223
+0.3% +$27.9K 0.68% 30
2019
Q1 		$8.75M Sell
70,854
-9,208
-12% -$1.11M 0.66% 28
2018
Q4 		$8.89M Buy
80,062
+29,349
+58% +$3.52M 0.79% 22
2018
Q3 		$6.42M Sell
50,713
-123
-0.2% -$15.4K 0.53% 32
2018
Q2 		$6.17M Buy
50,836
+314
+0.6% +$38.2K 0.56% 33
2018
Q1 		$6.06M Buy
50,522
+6,595
+15% +$822K 0.57% 33
2017
Q4 		$5.46M Buy
43,927
+870
+2% +$105K 0.53% 33
2017
Q3 		$5.1M Buy
43,057
+4,749
+12% +$553K 0.56% 30
2017
Q2 		$4.46M Buy
38,308
+4,195
+12% +$483K 0.53% 32
2017
Q1 		$3.92M Buy
34,113
+687
+2% +$78.8K 0.56% 30
2016
Q4 		$3.75M Sell
33,426
-187
-0.6% -$20.2K 0.56% 32
2016
Q3 		$3.55M Sell
33,613
-305
-0.9% -$32.2K 0.55% 31
2016
Q2 		$3.5M Buy
33,918
+16
+0% +$1.62K 0.58% 31
2016
Q1 		$3.35M Sell
33,902
-272
-0.8% -$25.5K 0.59% 32
2015
Q4 		$3.34M Buy
+34,174
New +$3.39M 0.62% 30

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IWD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Russell 1000 Value ETF (IWD) stake by 103% in Q3 2020, buying an estimated $4.6M and bringing the position to 76,521 shares worth $9.04M. The position accounts for 0.32% of the portfolio, ranked #43.

Wealthspire Advisors (Maryland) first reported a position in IWD in Q4 2015 and has held it in 20 quarters since. The position peaked at $10.4M in Q4 2019. 1,000 funds tracked by Wall St. Rank hold IWD as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 76,521 shares of iShares Russell 1000 Value ETF worth $9.04M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 38,811 iShares Russell 1000 Value ETF shares in Q3 2020, an estimated $4.6M.
  • iShares Russell 1000 Value ETF made up 0.32% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #43 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares Russell 1000 Value ETF position peaked at $10.4M in Q4 2019.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.